Planning for retirement isn’t something that happens just before you give up work. Whatever you want your retirement to look like, the very best thing you can do is have a clear plan in place.

Many people approach retirement not really knowing how much money they will need or the best way to take retirement income. Proper planning can take you from a good retirement to a great one.

We’ll work with you to understand what type of retirement you want, then we’ll see how much money you will need to achieve your retirement goals. We’ll look at your savings and outgoings to see if you’re on track.

We’ll also explore different scenarios with you and test how robust your plan is – what happens if you want to retire sooner or take extra holidays? What if you need long term care?

There are a number of important considerations too – how long will your retirement last, your health, inflation and its impact and how you want to protect your family in the event of serious illness or death?

We’ll also look at how you can best save for your retirement, there are several allowances and tax benefits you can take advantage of and we’ll ensure your savings and investments are structured as tax-efficiently as possible.

Once your plan is place, it’s also important to review it as tax rules and allowances change over time, as will the performance of your investments.

What I feel is relief. Money has increasing importance as you become retired – it’s all under control now with Magus. It’s the confidence of knowing where we stand at any point in time and that we can take informed decisions.

Mike Davies, Magus client since 2010

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The value of investments can fall as well as rise. You may get back less than you originally invested.

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